Difference between revisions of "Add a Print Template"

From LongJump Support Wiki
imported>Aeric
imported>Aeric
Line 5: Line 5:
#;Add a Print Template to a {{typenolink|}}:Click '''Designer > Data > Objects > {object} > Print Templates''',<br/> where {object} is the one you want to customize with a print template
#;Add a Print Template to a {{typenolink|}}:Click '''Designer > Data > Objects > {object} > Print Templates''',<br/> where {object} is the one you want to customize with a print template
#;Add a Print Template to a Task:Click '''Designer > Global Resources > System Objects > Tasks > {task}'''
#;Add a Print Template to a Task:Click '''Designer > Global Resources > System Objects > Tasks > {task}'''
#Click the [New Template] button
#Click the '''[New Template]''' button
#Specify information under the Template Information section
#Specify information under the Template Information section
#;Template Title:The template name
#;Template Title:The template name
Line 14: Line 14:
#:;Page:This is a page-based print template; Learn more: [[Pages]]
#:;Page:This is a page-based print template; Learn more: [[Pages]]
#Click '''[Save]'''
#Click '''[Save]'''
#:[[File:printtemplate.gif|none|thumb]]

Revision as of 19:07, 19 July 2011

Print templates can be added to Custom Objects or Tasks.

To add a Print Template:

  1. Choose one of the following options:
    Add a Print Template to a Custom Object
    Click Designer > Data > Objects > {object} > Print Templates,
    where {object} is the one you want to customize with a print template
    Add a Print Template to a Task
    Click Designer > Global Resources > System Objects > Tasks > {task}
  2. Click the [New Template] button
  3. Specify information under the Template Information section
    Template Title
    The template name
    Description
    Text that describes the purpose or other information about the template
    Ready to Use
    The default setting for the template is Yes, and ready to use
    Type
    Choose from:
    HTML Template File
    This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
    Page
    This is a page-based print template; Learn more: Pages
  4. Click [Save]